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Building 2NORTH WOODS WEALTH MANAGEMENT

Map pinBUFFALO, NY
Phone716.220.8497
NotebookSEC #801-115081
Total AUM
$150.4M
Employees
2
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
977 DELAWARE AVE
BUFFALO
NY 14209
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
716.220.8497

ReceiptFinancials

Total AUM
$150.4M
Accounts
679
Discretionary
$150.4M
Accounts
679
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
149
AUM
$53.4M
HNW Individual Clients
45
AUM
$95.1M
Charitable Organization Clients
1
AUM
$265.1K
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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